Picking winning stocks, how much to allocate to alternatives and the ramifications of the forthcoming US elections are top of investors’ concerns this month, alongside proactive estate planning.
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Tackling estate planning is essential if you want to make sure as much of your wealth as possible goes to loved ones. This case study illustrates how easily even complex affairs can be optimised with a wealth manager.
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This wealth management case study highlights how one couple was able to balance the financial needs of the whole family and minimise Inheritance Tax too.
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A recent study by wealth management firm Quilter found that less than two-fifths of affluent individuals are comfortable discussing basic money matters such as mortgages, power of attorney, inheritance and debt with family and friends.
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